Retirement plan

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL

Name: DEBEVOISE & PLIMPTON LLP - DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL (2018) Form 5500
Creator: DEBEVOISE & PLIMPTON LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL, DEBEVOISE & PLIMPTON LLP

DEBEVOISE & PLIMPTON LLPEIN 13-5537279Plan #004PY 2018

919 3RD AVENUE - NEW YORK, NY 100223902212-909-6000debevoise.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

4 filings

#003Retirement-$197.2M assets #002Retirement-$152.7M assets #001Retirement-$103.4M assets #005Retirement-$63.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$107.3M

-10.0% from 2016

Total participants

833

-4.1% from 2016

Average account balance

$130,061

-6.3% from 2016

Annual return

-6.89%

-8.99 pp from 2016

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$209.62M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$184K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,142

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930	Recordkeeping	$7,553

Plan features & details

Pension benefit codes2E2F2G2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$24 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.007%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$130,061

$75,388+72.5%

$123,553+5.3%

$55,727+133.4%

Participation rate

97.5%

75.7%+21.8pp

82.3%+15.2pp

70.9%+26.6pp

Annual return

-6.89%

4.48%-11.4pp

119.21%-126.1pp

244.94%-251.8pp

Employer contribution / active EE

$2,600

$3,063-15.1%

$4,628-43.8%

$2,078+25.1%

Participant deferral / active EE

$16,002

$5,651+183.2%

$6,426+149.0%

$3,356+376.9%

Admin fee / account holder

$120-92.5%

$9,284-99.9%

$115-92.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$7,553

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR ASSOCIATES AND COUNSEL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion